VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,196 | -18.4% | 2,799 | -15.2% | 0.02% | -31.0% |
| Q2 2023 | $933,768 | +17.1% | 3,300 | +3.2% | 0.03% | +7.4% |
| Q1 2023 | $797,460 | +20.8% | 3,197 | +3.2% | 0.03% | +22.7% |
| Q4 2022 | $660,002 | -1.0% | 3,097 | -0.6% | 0.02% | -8.3% |
| Q3 2022 | $667,000 | -2.9% | 3,117 | +1.2% | 0.02% | +4.3% |
| Q2 2022 | $687,000 | -15.1% | 3,081 | +9.6% | 0.02% | 0.0% |
| Q1 2022 | $809,000 | -15.5% | 2,812 | -5.7% | 0.02% | -8.0% |
| Q4 2021 | $957,000 | +11.0% | 2,982 | +0.4% | 0.02% | +4.2% |
| Q3 2021 | $862,000 | -1.3% | 2,969 | -2.5% | 0.02% | -4.0% |
| Q2 2021 | $873,000 | +25.6% | 3,044 | +12.6% | 0.02% | +13.6% |
| Q1 2021 | $695,000 | -9.7% | 2,704 | -11.0% | 0.02% | -12.0% |
| Q4 2020 | $770,000 | +7.1% | 3,039 | -3.8% | 0.02% | -7.4% |
| Q3 2020 | $719,000 | +63.8% | 3,159 | +45.6% | 0.03% | +50.0% |
| Q2 2020 | $439,000 | +20.6% | 2,170 | -6.5% | 0.02% | 0.0% |
| Q1 2020 | $364,000 | -28.6% | 2,321 | -17.1% | 0.02% | -10.0% |
| Q4 2019 | $510,000 | +11.6% | 2,800 | +1.8% | 0.02% | 0.0% |
| Q3 2019 | $457,000 | -3.0% | 2,751 | -4.5% | 0.02% | -4.8% |
| Q2 2019 | $471,000 | +5.8% | 2,882 | +1.4% | 0.02% | -34.4% |
| Q1 2019 | $445,000 | +7.2% | 2,842 | -7.9% | 0.03% | -3.0% |
| Q4 2018 | $415,000 | -25.8% | 3,087 | -11.1% | 0.03% | -15.4% |
| Q3 2018 | $559,000 | +3.5% | 3,471 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $540,000 | -4.9% | 3,471 | -13.2% | 0.04% | -13.3% |
| Q1 2018 | $568,000 | +3.8% | 4,001 | +2.9% | 0.04% | +2.3% |
| Q4 2017 | $547,000 | +14.4% | 3,890 | +8.1% | 0.04% | +7.3% |
| Q3 2017 | $478,000 | -1.0% | 3,599 | -2.5% | 0.04% | 0.0% |
| Q2 2017 | $483,000 | +666.7% | 3,693 | +635.7% | 0.04% | +583.3% |
| Q1 2017 | $63,000 | – | 502 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |